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New Member Multiple Account Development Program

Most new members join a credit union for a specific purpose, most often:

  • To begin saving on a regular basis,
  • To obtain a loan,
  • Based on a recommendation from a family member/friend, or
  • Work related opportunity.

When they first join their enthusiasm about the credit union will never be greater. Many credit unions count on staff to cross sell to obtain a high multiple account relationship. While MMSS strongly supports this approach, there are challenges that prevent this cross-sell effort from reaching maximum goals. For example:

  • Skill to cross sell varies among staff/results will not be consistent.
  • Will the member have time and/or take time to listen to the staff person?
  • During SEG sign-up days or joining via the Internet/ does staff have access to the member at the time they join?

The MMSS New Member Multiple Account Development Program addresses these issues plus more. To obtain a free program outline and pricing Click Here

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